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Canadian coins.

Managing your money

Learn how to save more and spend less.

Time frame: 60 mins

LEARNING OBJECTIVES FOR PARTICIPANTS:

  • Apply the financial knowledge to be able to make informed decisions about money.
  • Read and understand a pay stub and its relationship to a T4 slip.
  • Create a budget to help develop a savings plan.
  • Understand and apply saving money and reducing spending to achieve success.
  • Develop ways to invest savings and achieve financial success.
  • Develop a basic understanding of credit lenders, credit scores, and credit reports, including what they mean and actions that can improve your score.

Outline:

  • Understanding your pay stub
  • Making a budget
  • Bank accounts and financial services
  • Filing your income tax
  • Investing your savings
  • What to know about credit
  • Setting financial goals
  • Resources
  • Q & A

QUESTIONS?

For answers to your questions, please email us.

WANT A SESSION IN YOUR AREA?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

  1. 8 weeks’ notice needed to setup a session.
  2. If more than five sessions are needed, please contact us directly.

For more information, visit setting up a financial literacy session.

REQUEST A SESSION

CPA Canada uses this information for the purpose of setting up and coordinating financial literacy sessions for your organization. When necessary, CPA Canada will share this information with CPA volunteers for the purpose of performing this request. We will retain this information for as long as is necessary to fulfil this purpose. For more information and how CPA Canada processes your data, please refer to our privacy policy.

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